RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$5.33M
2 +$1.1M
3 +$1.04M
4
ROP icon
Roper Technologies
ROP
+$981K
5
EOG icon
EOG Resources
EOG
+$799K

Top Sells

1 +$6.38M
2 +$775K
3 +$649K
4
WRI
Weingarten Realty Investors
WRI
+$484K
5
NVO icon
Novo Nordisk
NVO
+$421K

Sector Composition

1 Healthcare 20.83%
2 Industrials 11.83%
3 Financials 11.07%
4 Technology 10.6%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.14%
1,112
-1,564
52
-95,391
53
-9,551
54
-2,051